SCHWAB STRATEGIC TR's ticker is FNDA and the CUSIP is 808524763. A total of 150 filers reported holding SCHWAB STRATEGIC TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $177,968 | +57.4% | 3,775 | +68.5% | 0.01% | +50.0% |
| Q2 2023 | $113,077 | +15.9% | 2,241 | +7.4% | 0.01% | +20.0% |
| Q1 2023 | $97,526 | +19.3% | 2,087 | +19.3% | 0.01% | -16.7% |
| Q4 2022 | $81,760 | -2.7% | 1,750 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $84,000 | +5.0% | 1,750 | -1.1% | 0.01% | 0.0% |
| Q2 2022 | $80,000 | -3.6% | 1,769 | +1.1% | 0.01% | -14.3% |
| Q1 2022 | $83,000 | -9.8% | 1,750 | 0.0% | 0.01% | -22.2% |
| Q3 2021 | $92,000 | -3.2% | 1,750 | 0.0% | 0.01% | -10.0% |
| Q2 2021 | $95,000 | +6.7% | 1,750 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $89,000 | +18.7% | 1,750 | 0.0% | 0.01% | +11.1% |
| Q4 2020 | $75,000 | +29.3% | 1,750 | 0.0% | 0.01% | +12.5% |
| Q3 2020 | $58,000 | +3.6% | 1,750 | 0.0% | 0.01% | -11.1% |
| Q2 2020 | $56,000 | +460.0% | 1,750 | +354.5% | 0.01% | +350.0% |
| Q1 2020 | $10,000 | – | 385 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Prairiewood Capital, LLC | 455,135 | $22,069,481 | 14.32% |
| First Pacific Financial | 412,068 | $19,981,170 | 8.91% |
| WADDELL & ASSOCIATES, LLC | 1,245,374 | $60,388,194 | 8.83% |
| Riverpoint Wealth Management Holdings, LLC | 498,793 | $24,186,483 | 7.98% |
| MOLLER WEALTH PARTNERS | 512,926 | $24,871,764 | 7.90% |
| Charles Schwab Investment Advisory, Inc. | 92,295,729 | $4,475,419,917 | 7.06% |
| Arlington Financial Advisors, LLC | 365,491 | $17,722,642 | 6.28% |
| Shore Point Advisors, LLC | 145,601 | $7,060,170 | 5.11% |
| Clarius Group, LLC | 1,098,625 | $53,272,307 | 5.08% |
| JANICZEK WEALTH MANAGEMENT, LLC | 325,841 | $15,800,025 | 4.16% |